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AH早盘震荡走强,稀土永磁板块反弹,科网股活跃,国债续跌,商品期货多数下跌,焦煤涨超5%
Hua Er Jie Jian Wen·2025-07-24 02:55

Market Overview - A-shares experienced a volatile rise, with major indices collectively increasing, and the Shanghai Composite Index approaching 3600 points, driven by active sectors such as Hainan Free Trade Port and rare earths [1] - The Hang Seng Index and Hang Seng Tech Index both showed strength in early trading, with the Hang Seng Index up 0.56% and the Hang Seng Tech Index up 0.62% [2][3] A-shares Performance - As of the report, the Shanghai Composite Index rose by 0.41% to 3597.16, the Shenzhen Component Index increased by 0.48% to 11111.85, and the ChiNext Index gained 0.65% to 2325.64 [1] Bond Market - The bond market continued its downward trend, with the 30-year main contract down 0.53%, the 10-year contract down 0.18%, the 5-year contract down 0.17%, and the 2-year contract down 0.07% [3][4] Commodity Market - The domestic commodity futures market saw most contracts decline, with coking coal rising over 6%, lithium carbonate up over 3%, and several other commodities like polysilicon and industrial silicon dropping over 1% [5][17] Sector Highlights - The semiconductor industry chain in A-shares saw a rally, particularly in photolithography equipment, with stocks like Oriental Jiasen hitting the daily limit and others like Maolai Optics and Zhongying Electronics rising nearly 10% [8][9] - Hainan-related stocks surged, with duty-free store concept stocks like China Duty Free Group and Hainan Airport hitting the daily limit, alongside other related companies [10][11] - The PCB concept stocks also showed strength, with stocks like Tongguan Copper Foil and Dazhu CNC hitting the daily limit [12][13] - The rare earth permanent magnet sector saw early gains, with stocks like Longmag Technology rising over 10% [14][15]